The Bank of Nova Scotia

BNS.TO Q1 2026

Reported: 2026-02-25

Scotiabank reported Q1 2026 adjusted earnings of $2.7 billion, achieving a 16% year-over-year increase in earnings per share, driven by strong revenue growth and disciplined expense management.

Key takeaways

Return on equity rose to 13%, surpassing Investor Day expectations and indicating improved profitability.
Canadian Banking unit showed robust performance with a double-digit growth forecast and a return on equity of 18.1%.
Global Wealth Management achieved $1.8 billion in net sales, marking six consecutive quarters of positive flows and a substantial increase in return on equity.
International Banking earnings grew 10% year-over-year with a steady return on equity of 16%, as growth in non-mortgage lending outpaced mortgage growth.
Global Banking and Markets benefited from disciplined pricing strategies, with return on equity exceeding 14% for the second consecutive quarter.

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Hovnanian Enterprises, Inc.

HOV Q1 2026

Reported: 2026-02-25

Hovnanian Enterprises reported first-quarter revenues of $632 million, meeting guidance expectations despite challenges in the housing market. Adjusted EBITDA and pretax income significantly exceeded forecasts, driven by strategic management of incentives.

Key takeaways

Total revenues decreased by 6% year-over-year, primarily due to a 12% reduction in home deliveries.
Adjusted gross margin was 13.4%, marginally below expectations, influenced by increased sales incentives costing 12.6% of average sales prices.
Adjusted EBITDA reached $63 million, surpassing guidance, while adjusted pretax income hit $31 million, also exceeding forecasts.
SG&A expenses decreased in absolute terms but rose as a percentage of revenue due to lower sales, reflecting ongoing investments in technology and processes.
The company successfully maintained a steady sales pace, with only a minor decrease in contract signings amidst a challenging market environment.

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HP Inc.

HPQ Q1 2026

Reported: 2026-02-25

HP Inc. delivered strong Q1 2026 results with a 7% revenue increase year-over-year to $14.4 billion, driven by robust PC demand and AI integration in products.

Key takeaways

Non-GAAP EPS came in at $0.81, reflecting 9% growth and meeting the top of guidance expectations.
Personal Systems segment experienced double-digit revenue growth, supported by increased market share in both Commercial and Consumer categories.
Continued momentum in Consumer subscriptions for print grew revenue at a double-digit rate, while industrial print revenue also rose mid-single digits.
AI PCs accounted for over 35% of total PC shipments, highlighting HP's commitment to integrating AI technologies into their product offerings.

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Horizon Oil Limited

HZN.AX Q2 2026

Reported: 2026-02-25

Horizon Oil Limited demonstrated robust operational and financial resilience in H1 FY26, achieving significant production growth and maintaining strong cash flows despite a challenging oil price environment.

Key takeaways

Production and sales volumes rose by 26% and 25%, respectively, benefiting from the integration of Thailand assets.
Underlying revenue reached $54.2 million, with EBITDAX of $28.6 million, maintaining stability despite a 15% drop in realized oil prices.
Cash flow from operating activities increased by 37% to $25.1 million, reflecting effective cost management and operational performance.
The Board declared an interim dividend of AUD 0.015 per share, marking six consecutive years of shareholder distributions.
Horizon's strategic asset diversification, driven by the Thailand acquisition and Maari permit extension, enhances portfolio longevity and growth opportunities.

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Lowe's Companies, Inc.

LOW Q4 2026

Reported: 2026-02-25

Lowe's Companies reported fourth-quarter 2025 sales of $20.6 billion, with a comparable sales increase of 1.3%, reflective of disciplined execution amid a challenging macro environment. Despite a cautious outlook for fiscal 2026, strategic investments and operational adjustments are expected to support future growth.

Key takeaways

Fourth-quarter adjusted earnings per share increased by 2% year-over-year to $12.28, with adjusted operating margins holding steady at 12.1%.
Online sales grew 10.5% during the quarter, highlighting successful digital transformation and customer engagement initiatives.
The company announced a workforce reduction of approximately 600 roles to enhance financial agility while investing in customer-facing areas, aligning with their productivity improvement strategy.
Significant growth was recorded in the Pro and home services segments, driven by expanded offerings and improved customer experiences.
The integration of recent acquisitions, Foundation Building Materials and Artisan Design Group, is on track, focusing on capturing synergies and enhancing cross-selling opportunities.

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Workday, Inc.

WDAY Q4 2026

Reported: 2026-02-25

Workday's Fourth Quarter Fiscal Year '26 results demonstrated strong adoption of AI-driven solutions, setting the stage for accelerated growth and innovation in HR and finance applications.

Key takeaways

The company experiences a significant acceleration in agentic AI adoption following the integration of acquired solutions, indicating robust customer trust and engagement.
Workday emphasizes a strategic shift toward innovation (Chapter 4), focusing on combining deterministic enterprise apps with probabilistic AI for improved customer outcomes.
Anticipated growth in FY '27 will stem from both the expansion of existing applications and the introduction of new, organically developed AI agents.
Management forecasts enhanced customer satisfaction and long-term leadership through targeted investments in AI technologies.

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Woolworths Group Limited

WOW.AX Q2 2026

Reported: 2026-02-25

Woolworths Group delivered a 3.4% increase in half-year sales, with EBIT growth of 14.4%, as strategic investments aimed at customer value and fresh offerings began to take effect.

Key takeaways

Group sales rose 3.4% and EBIT, excluding significant items, increased by 14.4%, signaling improved operational execution.
Australian Food retail sales grew 4.7% in Q2, supported by item growth and recovery from the impacts of industrial actions.
Enhanced digital tools, including the launch of Snap & Shop and an upgraded digital shopping assistant, reflect commitment to improve customer experience.
Expansion of convenience offerings with significant growth in eCommerce, including a 80% compound growth in under 2-hour delivery sales over the last two years.
Continued focus on strategic priorities for long-term growth amidst cost-of-living pressures on consumers.

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Earnings Recaps

The Bank of Nova Scotia

Hovnanian Enterprises, Inc.

HP Inc.

Horizon Oil Limited

Lowe's Companies, Inc.

Workday, Inc.

Woolworths Group Limited

Community

Earnings Recaps

The Bank of Nova Scotia

Hovnanian Enterprises, Inc.

HP Inc.

Horizon Oil Limited

Lowe's Companies, Inc.

Workday, Inc.

Woolworths Group Limited

Community

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